Citigroup
UPB

Citigroup’s Upstream Bio Inc UPB Stock Holding History

Citigroup’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
40,339
+35,284
+698% +$296K ﹤0.01% 4169
2026
Q1 		$45.5K Sell
5,055
-1,894
-27% -$34.1K ﹤0.01% 4558
2025
Q4 		$189K Sell
6,949
-35,088
-83% -$873K ﹤0.01% 4029
2025
Q3 		$791K Buy
42,037
+30,342
+259% +$471K ﹤0.01% 3311
2025
Q2 		$128K Sell
11,695
-6,483
-36% -$59.9K ﹤0.01% 4298
2025
Q1 		$111K Sell
18,178
-8,326
-31% -$79.5K ﹤0.01% 4539
2024
Q4 		$436K Buy
+26,504
New +$592K ﹤0.01% 3928

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup's UPB Position: Q2 2026 in Review

Citigroup increased its Upstream Bio Inc (UPB) stake by 698% in Q2 2026, buying an estimated $296K and bringing the position to 40,339 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

Citigroup first reported a position in UPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $791K in Q3 2025. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Citigroup held 40,339 shares of Upstream Bio Inc worth $279K as of Q2 2026.
  • Citigroup bought 35,284 Upstream Bio Inc shares in Q2 2026, an estimated $296K.
  • Upstream Bio Inc made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4169 holding.
  • Citigroup first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 7 quarters since.
  • Citigroup's Upstream Bio Inc position peaked at $791K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.